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Negative Performance following Transfer

Questions on using, creating, or understanding data in Fund Manager graphs.

Postby smacrae » Sat Jun 24, 2017 10:13 am

Mark

I moved a significant portion of stock from one account to another. Now the returns across the top of the graph (and reports) are all significantly negative - like -98%.

This is somehow based on the reduction in value of the account. but the performance isn't negative - do I have to adjust a setting somewhere?

Thanks
smacrae
 
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Postby Mark » Sat Jun 24, 2017 10:59 am

Hi smacrae,

Look at the transactions you entered to move the stock. Did you use the Transfer Between wizard? Did you enter a "Market Value" in the wizard for each transfer?
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Location: Chandler, AZ

Postby smacrae » Sun Jun 25, 2017 6:19 am

No - I did not; when I entered the market value its fixed the problem.

Thanks!
smacrae
 
Posts: 9
Joined: Wed Mar 25, 2009 5:58 pm


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